Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.44M Sell
2024
Q4
$2.58M Sell
2024
Q3
$6.11M Buy
2024
Q2
$310K Sell
2024
Q1
$1.94M Buy
2022
Q4
Sell
2022
Q3
$392K Buy
2022
Q2
Sell
2022
Q1
$1.5M Buy
2021
Q4
$245K Buy
2021
Q2
Sell
2021
Q1
$224K Sell
2020
Q4
$760K Buy
2019
Q4
Sell
2019
Q3
$1.28M Buy
2019
Q1
Sell
2018
Q4
$640K Buy